Sonia LeRoyCFP®, RFP, RIS

Senior Wealth Advisor

As the Senior Wealth Advisor of LeRoy Wealth Management Group, Sonia LeRoy leads a select group of families to achieve financial peace of mind. With over 30 years of financial planning experience and expertise in socially responsible investing, Sonia and her team deliver innovative, objectives-based wealth management solutions that align their clients’ money with their life values.  Sonia is passionate about leading her clients to invest with purpose and impact even beyond personal financial objectives, to lever their power as asset owners to influence companies and the world for the better. A member of the Financial Planning Standards Council of Canada and the Institute of Advanced Financial Planning, Sonia is a Certified Financial Planner (CFP®) and a Registered Financial Planner (RFP). Sonia is also a member of the Responsible Investment Association, and holds the Responsible Investment Specialist designation. Sonia is the 2020 Wealth Professionals Advisor of the Year - Responsible Investments.

 

After obtaining an honours degree in economics from Carleton University in 1989 Sonia followed in her grandmother’s footsteps, pursuing her fascination with investing to offer financial advice to Canadian families. Sonia joined the ownership group of her Money Concepts branch office early in her career, later moving to Independent Planning Group and then to Investment Planning Counsel to better serve her clients. Sonia’s office has maintained its dedication to excellence over the years, three times winning the Branch of the Year award, once from Money Concepts, again from Independent Planning Group, and once more from Independent Planning Counsel.

 

Dedicated to helping people overcome obstacles and realize their potential, Sonia gives her time, money, and expertise to many causes, both at home and abroad. Sonia has been traveling to Senegal with her family for over a decade to volunteer, working to improve the lives of forced begging street kids. In Ottawa Sonia volunteers with Kids Kicking Cancer as a martial arts therapist to bring power, peace, and purpose to vulnerable children. Sonia serves on the board of the Rev. C.F. Johnston Foundation, supporting disadvantaged children in sub-Saharan Africa. Sonia has served on the boards of the investment sub-committee for the Anglican Diocese of Ottawa and the Ottawa chapter of the Canadian Association of Financial Planners. As a member of Women for Mental Health, Sonia has long been an advocate for mental health awareness. Sonia is the 2019 winner of the Wealth Professionals Award for Excellence in Philanthropy and Community Service, and the 2018 recipient of the IPC Cares Award for Philanthropy and Community Service. Sonia was also a 2020 finalist of the Edward Jones Award for Excellence in Philanthropy and Community Service.

 

Sonia lives in Ottawa with her husband Robin and their two Australian shepherds. Their children, Rowan and Robbie, are pursuing university educations while remaining involved supporting the LeRoy Wealth Management Group. A second-degree karate black belt, Sonia is an avid martial arts practitioner. Sonia also loves to spend time at her family cottage pursuing the family hobby of making the best maple syrup in Ontario. Sonia also loves to spend time at another one of her family’s special places, Algonquin Park.

 

Insurance products available through Sonia LeRoy.